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Clearstead Advisors’s Pembina Pipeline PBA Stock Holding History

Clearstead Advisors’s Portfolio PBA Stock Details PBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.9K Buy
+1,014
New +$46.9K ﹤0.01% 1517
2020
Q4 		– Sell
-1,041
Closed -$22K – 1012
2020
Q3 		$22K Buy
+1,041
New +$25.6K ﹤0.01% 572
2017
Q4 		– Sell
-12,750
Closed -$448K – 246
2017
Q3 		$448K Buy
+12,750
New +$425K 0.06% 164

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Advisors's PBA Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Pembina Pipeline (PBA) in Q2 2026: 1,014 shares worth $46.9K. The stake represents ﹤0.01% of the portfolio and ranks #1517 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PBA as recently as Q3 2020.

Clearstead Advisors first reported a position in PBA in Q3 2017 and has held it in 3 quarters since. The position peaked at $448K in Q3 2017. 434 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

  • Clearstead Advisors held 1,014 shares of Pembina Pipeline worth $46.9K as of Q2 2026.
  • Pembina Pipeline was a new Clearstead Advisors position in Q2 2026.
  • Pembina Pipeline made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1517 holding.
  • Clearstead Advisors first reported a position in Pembina Pipeline in Q3 2017 and has held it in 3 quarters since.
  • Clearstead Advisors's Pembina Pipeline position peaked at $448K in Q3 2017.
  • 434 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.